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Oracle’s latest earnings show the market is starting to reward real AI execution, not just hype. AI cloud revenue jumped 121% YoY, while RPO climbed to $664B and guidance improved. Adobe also beat estimates, yet shares fell as investors demand stronger AI monetization and cash flow. For BTC, massive AI capex keeps liquidity expansion relevant, but near-term direction still depends on inflation, rates, and tonight’s CPI. Execution matters more than promises$BTC #USIranTalksProgress